Managing Deals in Bearish OS

The Deals section within Bearish OS CRM is designed to help users track and manage business transactions or opportunities between their company and external entities (companies or contacts). Deals can be associated with contacts, companies, or both, and represent key business opportunities that drive revenue or strategic partnerships.

Key Features of Managing Deals

1. Creating Deals

   • Manual Creation: Users can manually create a deal by entering essential fields such as deal name, description, deal stage, and value.
   • Associated Contacts and Companies: Every deal can be linked to one or more contacts or companies from the Bearish OS CRM, allowing you to track the key players involved in the deal.
   • Customizable Deal Icons: Users can select an emoji or image to represent the deal visually, making it easier to identify in the CRM.

2. Deal Stages

   • Stage Management: Every deal progresses through different stages, and these stages can be customized to fit your business process. By default, Bearish OS includes stages like:
     • Lead
     • In Progress
     • Negotiation
     • Won
     • Lost
   • Custom Deal Stages: Users can create their own stages to match their internal processes. These stages help categorize the status of each deal and provide a clear pipeline view for users.
   • Deal Pipeline View: The CRM’s pipeline view offers an overview of all deals, grouped by stage, helping users and managers visualize the progress and prioritize opportunities.

3. Managing Deal Information

   • Deal Details: Every deal has a dedicated page with detailed information including:
     • Deal Name
     • Deal Icon or Company Image
     • Deal Stage
     • Deal Value
     • Description of the deal
     • Associated Contacts and Companies
     • Notes or observations about the deal
     • Expected closing date
   • Deal Value Tracking: Users can enter the potential or actual value of the deal to track its financial impact on the business. This information can be used for forecasting and performance analytics.
   • Closing Date: A deal’s closing date (expected or actual) can be tracked, allowing users to manage timelines and project revenue.

4. Tracking Deal Activity

   • Activity Log: Like contacts and companies, every deal includes an activity log that tracks all interactions related to the deal. This log includes meetings, messages, emails, tasks, and notes. Users can see a timeline of events, providing full visibility into deal progression.
   • Deal Communication: Any communications (emails, messages) related to the deal are automatically displayed within the deal’s profile. This helps users stay informed about all discussions and actions related to the deal.
   • Associated Tasks: Users can assign tasks related to the deal, such as follow-up calls or document submissions. These tasks will appear in both the task management center and the deal’s activity log.

5. Managing Relationships Within a Deal

   • Associated Contacts and Companies: Each deal can be linked to multiple contacts or companies, allowing users to track the relationships involved in the transaction. For example, a deal could involve your internal sales team, external partners, and a company’s key decision-makers.
   • Relationship Strength Indicator: Like in other CRM sections, Bearish OS tracks the relationship strength between your team and the external contacts involved in the deal. This allows users to identify who has the strongest connections to leverage during negotiations.

6. Deal Notes and Documents

   • Notes: Users can take detailed notes about the deal, capturing important insights from meetings or discussions. These notes are stored directly within the deal profile, making them accessible to all team members working on the deal.
   • Resources and Documents: Any relevant documents (contracts, proposals, presentations) can be attached to the deal profile, making it easy to access key files. These documents can be uploaded from Bearish OS’s Cloud Storage or directly attached to the deal via a shared link.
   • Connected Workspaces: Deals can also be linked to specific workspaces in Bearish OS, where related files, whiteboards, and discussions are stored.

7. Deal Value and Metrics

   • Deal Value: Track the monetary value of each deal, allowing you to estimate potential revenue. This helps with pipeline forecasting and understanding the financial impact of each opportunity.
   • Deal Probability: Users can set a probability percentage to estimate the likelihood of winning the deal. This feature helps sales teams prioritize high-probability deals and allocate resources accordingly.
   • Deal Analytics: Bearish OS provides analytics tools that track deal progress and outcomes. For example, users can filter deals by stage, value, closing date, or probability to analyze performance trends over time.

8. Deal Stages and Progress Tracking

   • Stage Transitions: As deals progress, users can move them through different stages. Each transition is logged, providing a detailed history of the deal’s lifecycle.
   • Pipeline View: The CRM’s pipeline view provides a visual representation of where deals are in the sales process. Users can drag and drop deals between stages, making it easy to manage opportunities at a glance.

9. Permissions and Access Control

   • Role-Based Access: Permissions for deals can be assigned based on user roles within Bearish OS. For example:
     • Full Access: Users with full access can edit deal details, change stages, and view communications.
     • Limited Access: Users with limited access can view the deal’s status and basic information but cannot make changes or see sensitive data like deal value.
   • Shared Access: Deals can be shared with specific team members, allowing collaborative management of the opportunity.

10. Integrating Deals with Other Bearish OS Centers

    • Task Management: Tasks created as part of a deal are linked to the Bearish OS task management system, making it easy to track action items related to deals.
    • Workspaces: Workspaces associated with the deal are automatically linked, providing visibility into all documents and resources connected to the opportunity.
    • Messaging Center: Conversations related to deals can be linked to the Messaging Center, ensuring that all communications are tracked and accessible within the deal profile.

Benefits of Managing Deals in Bearish OS

• Streamlined Deal Management: Keep all deal-related information, communications, and tasks in one central location, making it easy to manage opportunities from lead generation to deal closure.
• Comprehensive Activity Tracking: Bearish OS tracks every interaction and update, ensuring you have a complete view of each deal’s progress and history.
• Customizable Deal Stages and Fields: Tailor the CRM to fit your sales process with custom deal stages and fields, ensuring the system meets your specific business needs.
• Deal Analytics and Forecasting: Use Bearish OS’s analytics tools to track deal outcomes, forecast revenue, and optimize your sales pipeline.
• Integration with Other Centers: Seamlessly connect deals to tasks, workspaces, and communications to ensure that every aspect of the opportunity is managed in one place.

With the Bearish OS CRM’s Deals section, managing business opportunities becomes more efficient and organized, helping your team close deals faster and with greater visibility into each stage of the sales process.